(1) Geithner is in Vogue. (2) The Christmas Eve Conspiracy. (3) Fannie and Freddie have been ordered to lose lots more money. (4) The only thing we have to fear is FDR himself. (5) Pushy unions. (6) Legislation without representation. (7) Semiconductors are hot in the New World. (8) The capital spending cycle is turning up. (9) Forward earnings moving forward. (10) Chips are very cheap. (11) IT is it. NOTICE: Our Morning Briefings are now available on FactSet.
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